Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,018 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $37.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
28,462
shares
|
$2.52 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
28,441
shares
|
$2.52 Million
0.94% of portfolio
|
Q4 2024
Added 37.82%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
28,241
shares
|
$2.5 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
28,133
shares
|
$2.49 Million
0.93% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
28,027
shares
|
$2.48 Million
0.94% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
28,022
shares
|
$2.48 Million
0.06% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
27,939
shares
|
$2.47 Million
1.11% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
27,921
shares
|
$2.47 Million
2.18% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
27,880
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
27,844
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
27,282
shares
|
$2.41 Million
1.81% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
27,250
shares
|
$2.41 Million
0.15% of portfolio
|
Q4 2024
Added 70.31%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
27,172
shares
|
$2.4 Million
0.35% of portfolio
|
Q3 2023
Added 4.62%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
26,964
shares
|
$2.39 Million
0.19% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
26,702
shares
|
$2.36 Million
0.32% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
26,631
shares
|
$2.36 Million
0.09% of portfolio
|
Q1 2025
Added 51.21%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
26,572
shares
|
$2.35 Million
0.21% of portfolio
|
Q4 2024
Reduced 27.98%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
26,485
shares
|
$2.34 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
26,368
shares
|
$2.33 Million
0.44% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
26,237
shares
|
$2.32 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
26,206
shares
|
$2.32 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
26,180
shares
|
$2.32 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
26,155
shares
|
$2.31 Million
0.55% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
26,131
shares
|
$2.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
26,018
shares
|
$2.3 Million
0.61% of portfolio
|
Q4 2023
Reduced 0.55%
|